Career and Financial Coach

Jewish Family Service of Dallas
September 14, 2020
5402 Arapaho, Dallas, Texas
Job Type


The Career & Financial Coach works on behalf of Jewish Family Service to provide a thorough, self-directed, individualized approach to promoting the lifelong self-sufficiency and well-being for the Greater Dallas community.  The Coach offers career and financial education and coaching expertise to support and reach client-identified goals.  The position works to provide the core elements of the Working Family Success model (WFS) to help clients achieve increased income, improved credit scores and a reduction of debt.  This position is achieved b y fulfilling the following responsibilities:
  • Assesses the Client’s current needs and abilities and works with Client to develop a job search, providing guidance and coaching throughout process
  • Provides both career and financial coaching using the WFS coaching initiative
  • Develops effective coaching strategies to identify and address each individual’s obstacles, suggesting strategies for career search success
  • Delivers career and financial coaching in person, by phone and/or by email as determined appropriate for each Client
  • Reviews and/or helps to create attractive resumes and cover letters; focuses on effective interviewing techniques
  • Establishes trust and respect during individual meetings to maintain effective relationships with Clients
  • Holds Clients accountable for directing and managing their job search
  • Introduces a wide range of prospective jobs during the employment coaching process
  • Analyzes the data, processes and results and introduces program improvements, as necessary
  • Develops workshops and training curriculum with the Career & Financial Services team
  • Conducts workshops and information sessions and identifies other professionals in the community to support the on-going educational opportunities
  • Connects Client to necessary additional financial and mental health resources and services at Jewish Family Service and in the community
  • Plans, markets, leads classes, trainings, workshops and represents Financial Empowerment Services at events and partner locations.
  • Conducts outreach in the community
  • Stays up to date on Consumer Financial Protection Bureau (CFPB) changes and other available resources for individuals
  • Maintains service and participant data using ETO software
  • Maintains accurate and confidential records and documentation including intake documentation, case notes, and service plans
  • Assists in coordinating weekly orientation sessions for incoming program participants
  • Follows up with employed Clients and tracks their success for 12 months.

Job Requirements

Qualified candidates must possess a Bachelor Degree along with the following skills:
  • Accreditation with the Association of Financial Counseling, Planning and Evaluation, or willingness to attain accreditation within the first 12 months of employment
  • Experience in recruiting or direct client service experience and a passion to help others help themselves
  • Excellent communication skills, including active and intuitive listening
  • Bachelor’s degree in Finance, Economics, or Social Work preferred
Preferred skills include:
  • Bilingual – English and Spanish  - preferred
  • Intuitive with solid problem solving skills
  • Strong written and verbal skills
  • Organized and self-directed
  • Proficiency in using common office computer applications such as MS Office, spreadsheets databases, email and internet is required
  • Financial Coaching a plus, but not necessary

Application Instructions

Please apply online at

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